NASDAQ$QS

QuantumScape Corporation · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

QuantumScape's Q4 2021 performance reflected the completion of key milestones, including demonstrating multilayer cells and securing space for QS-0, while also outlining plans for scaling up production and customer sampling in 2022.

QuantumScape reported a net loss attributable to common stockholders of $67.226 million for the fourth quarter of 2021. The company highlighted the completion of its 2021 milestones, including the demonstration of multilayer cells and the commencement of the QS-0 pre-pilot production line buildout. Looking ahead, QuantumScape is focused on demonstrating its proprietary cell format, delivering A sample prototype cells, scaling up film starts, and taking delivery of QS-0 equipment in 2022.

  • Completed all announced 2021 milestones, including technical validation with Volkswagen and multilayer cell demonstrations.
  • Built first 16-layer cells at amp-hour scale, showing promising early cycling behavior.
  • Announced new data on zero external pressure efforts, achieving 800 cycles with 70x85 mm single-layer cells.
  • Signed customer sampling agreements with three automakers and a new strategic relationship with Fluence for stationary energy storage.

Headline financials

EPS (adj)

-$0.16

Previous: -$2.41+93.4%
Capital Expenditures

$44.8M

Previous: $10.2M+339.9%
Free Cash Flow

-$89.4M

Previous: -$37.3M-139.5%
Net Income

-$67.2M

Previous: -$695M+90.3%
Operating Income

-$67.1M

Previous: -$30.2M-122.4%
Cash & Equivalents

$321M

Previous: $113M+183.3%
Total Assets

$1.72B

Previous: $1.07B+60.8%
Stock-Based Comp

$16.2M

Previous: $7.77M+108.0%

Revenue & EPS history

QuantumScape · Revenue · Quarterly

$0

Q3 2025

Forward guidance

QuantumScape anticipates making significant investments into cell development and scalable production in 2022, with a focus on continuous-flow processes, automation, and high throughput metrology. Capital expenditure is expected to peak mid-year and decline thereafter. The company aims to achieve key milestones, including demonstrating its proprietary cell format, delivering A sample prototype cells, scaling up film starts, and taking delivery of QS-0 equipment.

Tailwinds

  • Demonstrate proprietary cell format
  • Deliver A sample prototype cells
  • Scale up film starts to 8,000 per week
  • Take delivery of QS-0 equipment and maintain deadlines for start of QS-0 pre-pilot production in 2023
  • Enter 2023 with over $800M in liquidity

Headwinds

  • Faces significant barriers in attempts to produce a solid-state battery cell
  • May encounter significant delays and/or technical challenges in replicating the performance seen in its single-layer and early multilayer cells
  • May encounter delays and other obstacles in acquiring, installing and operating new manufacturing equipment
  • May be unable to adequately control the costs associated with its operations
  • Spending may be higher than currently anticipated

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.1%

Avg return

30 days after

40%

10 / 25 earnings

Positive

+22.6%

Q3 2024

Best reaction

-12.0%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-4.7%+12.0%
Q4 2026-12.0%-18.4%-23.7%
Q3 2025+8.0%+14.8%-15.5%
Q2 2025-1.6%-27.7%-36.4%
Q1 2025-0.5%-0.8%-0.3%
Q4 2024+7.0%+14.7%-9.7%
Q3 2024+22.6%+7.4%-2.6%
Q2 2024+2.6%+2.8%+4.8%
Q1 2024-8.8%-1.6%+3.8%
Q4 2023-3.5%-6.4%-23.9%
Q3 2023-11.2%-10.0%-2.6%
Q2 2023+14.4%+42.2%-26.2%
Q1 2023-1.0%-10.6%-13.3%
Q4 2022+9.6%+15.2%-16.4%
Q3 2022-10.7%-8.1%-22.4%
Q2 2022+4.8%+3.3%+8.7%
Q1 2022-5.6%-4.7%-22.2%
Q4 2021-7.7%-10.9%-2.5%
Q3 2021-8.2%+13.4%+26.1%
Q2 2021+7.2%+1.5%-5.8%
Q1 2021-4.1%-4.1%-2.9%
Q4 2019-8.0%-15.2%-29.0%
Q2 2020-8.0%-15.2%-29.0%
Q4 2020+21.7%+13.9%+4.3%
Q3 2020-11.8%+3.3%+221.9%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro